KCM
Kennedy Capital Management Portfolio holdings
AUM
$4.19B
1-Year Return
21.14%
This Quarter Return
-3.12%
1 Year Return
+21.14%
3 Year Return
+81.48%
5 Year Return
+215.31%
10 Year Return
+405%
AUM
$4.1B
AUM Growth
-$187M
(-4.4%)
Cap. Flow
+$35.8M
Cap. Flow
% of AUM
0.87%
Top 10 Holdings %
Top 10 Hldgs %
8.06%
Holding
731
New
67
Increased
300
Reduced
228
Closed
60
Top Buys
| 1 |
Columbia Banking Systems
COLB
|
$24.4M |
| 2 |
Crane Co
CR
|
$21.3M |
| 3 |
Globus Medical
GMED
|
$15.2M |
| 4 |
XHR
Xenia Hotels & Resorts
XHR
|
$13.2M |
| 5 |
Chord Energy
CHRD
|
$11.6M |
Top Sells
| 1 |
EastGroup Properties
EGP
|
$20.4M |
| 2 |
XPO
XPO
|
$18.1M |
| 3 |
Boot Barn
BOOT
|
$16.2M |
| 4 |
Sunstone Hotel Investors
SHO
|
$15.4M |
| 5 |
PDCE
PDC Energy, Inc.
PDCE
|
$11.5M |
Sector Composition
| 1 | Industrials | 20.4% |
| 2 | Financials | 19.68% |
| 3 | Technology | 12.93% |
| 4 | Healthcare | 10.99% |
| 5 | Consumer Discretionary | 9.52% |
